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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following;
The 3 key themes from this reporting season;
The resilience of the consumer
Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation
Who has pricing power and successfully passed on costs?
BanksCompetition for lending & deposits
CBAs valuation
Retail
Saving buffers have provided support to consumers but how long can this be sustained?
Healthcare
Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
Real Estate
Goodman Groups investment in data centres
Why Rob prefers Goodman Group over NextDC
Building Supplies
James Hardie's margin expansion due to cost dis-inflation
PackagingDestocking of high stock levels post covid providing tail winds for Amcor
Links
Rob's reporting season research report can be found here
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The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
